Intercom logo + Procore logo

Automate Intercom & Procore

Stop paying for mismatched spreadsheets. Sync data between Intercom and Procore in real-time, so you can manage your operations without the busywork.

Custom API Integration
Secure Data Transfer
Done-For-You Setup

How the Data Flows

graph LR
    subgraph Source ["Intercom"]
        T1(["Contact Replied"])
    end
    
    subgraph Middleware ["Enterprise Integration Core"]
        W[CRON API
Poller] --> V{Validation
& Auth} V -->|Fail| DLQ[Dead Letter
Queue] V -->|Pass| Map[Data Mapping
& Transformation] Map --> Retry[Rate Limiting
& Retries] end subgraph Target ["Procore"] A1(["Create Bid Board Project"]) end T1 -->|JSON Payload| W Retry -->|Authenticated API POST| A1 style Source fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5 style Target fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5 style Middleware fill:#f8fafc,stroke:#94a3b8,stroke-width:2px style T1 fill:#3b82f6,stroke:#fff,stroke-width:2px,color:#fff style W fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff style V fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff style Map fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff style Retry fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff style DLQ fill:#ef4444,stroke:#fff,stroke-width:1px,color:#fff style A1 fill:#e11d48,stroke:#fff,stroke-width:2px,color:#fff
When Intercom and Procore operate independently, critical project updates can be lost, leading to miscommunication between support and construction teams. For instance, if a customer raises a support ticket in Intercom regarding a project delay, and this information is not transferred to Procore, the project manager may remain unaware of the issue. This results in the support team manually entering data into Procore, wasting valuable time and increasing the risk of errors in project timelines and resource allocation.

Top Ways to Automate Intercom & Procore

  • Automated Client Updates: Instantly notify clients of project milestones and updates through Intercom, ensuring they are always informed without manual intervention.
  • Streamlined Support Requests: Automatically convert client inquiries from Intercom into actionable tasks in Procore, reducing response times and improving service quality.
  • Centralized Communication Logs: Sync conversations from Intercom directly into Procore, providing teams with a comprehensive view of client interactions and project history for better decision-making.

How to Build the Intercom → Procore Sync

  1. In Intercom, set up a webhook that triggers on the 'New Conversation' event. This webhook will send a payload containing the conversation details, including the customer ID and message content.
  2. Configure the webhook to point to your integration service endpoint, e.g., https://your-integration-service.com/intercom-webhook.
  3. In your integration service, listen for incoming POST requests from the Intercom webhook. Extract the relevant data from the payload, specifically the customer_id, message, and timestamp.
  4. Use the Procore REST API to create a new project note. Make a POST request to https://api.procore.com/vapid/projects/{project_id}/notes with the following JSON payload: { "note": "{message}", "created_at": "{timestamp}", "author_id": "{customer_id}" }.
  5. Ensure that the project_id in the Procore API endpoint corresponds to the project related to the customer in Intercom.

Developer Warnings & API Gotchas

  • Ensure that the customer_id from Intercom is mapped correctly to the corresponding user ID in Procore; mismatches can lead to notes being attributed to the wrong users.
  • Pay attention to the format of the timestamp; Procore expects it in ISO 8601 format, while Intercom may provide it in a different format.
  • When sending the note content, ensure that it does not exceed Procore's character limit for notes; otherwise, the API will return an error, and the note will not be created.

Supported API Operations

We leverage official, stable endpoints to ensure secure data transfer. No deprecated legacy routes.

  • When this happens in Intercom... Contact Replied
    Do this in Procore Create Bid Board Project
  • When this happens in Intercom... Fetch Custom Actions
    Do this in Procore Create Budget Change
  • When this happens in Intercom... Lead Added Email
    Do this in Procore Create Budget Line Item
  • When this happens in Intercom... Lead Added Email (Legacy)
    Do this in Procore Create Call Log
  • When this happens in Intercom... Lead Converted to User
    Do this in Procore Create Catalog Item

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I can see you're looking at mapping Intercom to Procore. Tell me about your current setup—what's the specific bottleneck you're trying to automate right now?